Filed June 16, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,583 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $11,886 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $7,717 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 13 | Contract Administrator | $1,201 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,254 | $52,722-78.7% | $90,430-87.6% | $73,412-84.7% |
| Participation rate | 92.2% | 67.7%+24.5pp | 72.7%+19.5pp | 72.2%+20.0pp |
| Annual return | 15.14% | 20.70%-5.6pp | 1293.73%-1278.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $590 | $1,872-68.5% | $3,262-81.9% | $2,234-73.6% |
| Participant deferral / active EE | $1,307 | $2,810-53.5% | $3,963-67.0% | $3,806-65.7% |
| Admin fee / account holder | $158 | $117+35.4% | $5,613-97.2% | $158+0.2% |